Get Started with Provider Portal

Category: Provider Portal
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    Tip

    Interested in becoming a Provider? To get started, we ask that:

    • Your business has an active Enterprise Organization.
    • Your business has a client ready to be onboarded under your Provider.


    If you’re not ready to start a Provider, the Bitwarden team is eager to support your Bitwarden journey as a reseller or customer.

    Contact Us

    Why Bitwarden Providers?

    Managed Service Providers (MSPs) and Resellers often need a way to quickly create and easily administer Bitwarden Organizations on behalf of business customers. Providers are administration entities that allow those businesses to create and manage Client Organizations through the Provider Portal.

    The Provider Portal is an all-in-one management experience that enables Providers to manage customers’ Bitwarden Organizations at scale. The Provider Portal streamlines administration tasks by centralizing a dedicated space to access and support each client, or to create a new one:

    Provider Portal
    Provider Portal

    Start a Provider

    Contact Us to sign up for the Provider Program. After you register, a member of the Bitwarden team will contact you and issue an invitation to start a Provider:

    Provider Invitation
    Provider Invitation

    Selecting the Setup Provider Now button will prompt you to log in to Bitwarden and fill out some Provider details:

    Provider Setup
    Provider Setup

    Onboard Users

    As the creator of the Provider, you’ll be automatically given Provider Admin status, allowing you to fully manage all aspects of the Provider and all Client Organizations. Bitwarden strongly recommends that you provision a second Provider Admin for failover purposes.

    Now, begin adding your employees as Service Users, which will allow them to fully administer all Client Organizations and create new ones or manage the Provider itself:

    1. Invite Users. From the Provider Portal Manage tab, invite users as Service Users (or invite additional Provider Admins):

    2. Instruct Users to Accept Invites. Invited users will receive an email from Bitwarden inviting them to join the Provider. Inform users that they should expect an invitation and that they will need to Log In with an existing Bitwarden account or Create Account to proceed:

    3. Confirm Accepted Invitations. To complete the secure onboarding of your Provider users, confirm accepted invitations from the Provider Portal Manage tab:

    With an assembled team of Service Users, you’re ready to start setting up Client Organizations.

    Client Organizations

    Client Organizations are any Organization that is attached to or administered by a Provider. To your customers, there’s no difference between a “Client” Organization and a “regular” Organization except for who is conducting administration.

    Organizations relate Bitwarden users and Vault items together for secure sharing of Logins, Cards, Notes, and Identities. Organizations have a unique Vault, where Provider Service Users can manage the Organization’s items, users, and settings:

    Members of a Client Organization (i.e. your customer’s end-users) will find shared items () in their My Vault view alongside personal items, as well as filters for assigned Collections, which group Organization items similarly to how Folders organize personal items:

    End-user Vault
    End-user Vault

    Create a Client Organization

    To create a new Client Organization, you must be a Provider Admin. Navigate to the Clients tab of the Provider Portal and select the New Client Organization button:

    Create a Client Organization
    Create a Client Organization

    Setup the Client Organization

    With your newly-created Client Organization, start building the perfect solution for your customer. Exact setup will be different for each Client Organization based on your customers’ needs, but will typically involve:

    1. Create Collections. A good first step is to create a set of Collections, which provide an organizing structure for the Vault items you’ll add to the Vault in the next step.

      Common Collections patterns include Collections by Department (i.e. users in the client’s Marketing Team are assigned to a Marketing Collection) or Collections by Function (i.e. users from the client’s Marketing Team are assigned to a Social Media Collection):

    2. Populate the Organization Vault. Once the structure of how you’ll store Vault items is in place, you can begin populating the Organization with your client’s Logins, Notes, Cards, and Identities.

    3. Configure Enterprise Policies. Before beginning the user management portion of setup, configure Enterprise Policies in order to set rules-of-use for things like Master Password complexity, use of Two-step Login, and Admin Password Reset.

      Note

      Enterprise Policies are only available to Enterprise Organizations.

    4. Setup Login with SSO. If your customer uses Single Sign-On (SSO) to authenticate with other applications, connect Bitwarden with their IdP to allow authentication with Bitwarden using end-users’ SSO credentials.
    5. Create User Groups. For Teams and Enterprise Organizations, create a set of Groups for scalable permissions assignment. When you start adding users, add them to Groups to have each user automatically inherit the Group’s configured permissions (e.g. access to which Collections).

      One common Group-Collection pattern is to create Groups by Department and Collections by Function, for example:

    Invite Client Users

    With the infrastructure for securely and scalably sharing credentials in place, you can begin inviting users to the Organization. Onboarding users to Bitwarden can be accomplished in two ways, depending on the size of your customer:

    1. For smaller customers, you can send email invitations to users from the Organization Vault’s Manage tab:

    2. For larger customers who leverage a directory service (Active Directory, LDAP, Okta, etc.), use Directory Connector to sync Organization users from the source directory and automatically issue invitations.

    Regardless of whether you’ve invited users from the Organization Vault or using Directory Connector, the same 3-step process (Invite → Accept → Confirm) that you followed when onboarding Provider users will apply here as well.